Top college savings (529s, UTMA, etc.) financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Saving for college often starts when you want to make the most of tax-advantaged accounts like 529 plans or UTMA (Uniform Transfers to Minors Act) accounts. A common mistake is not aligning the savings strategy with your child's age and your overall financial goals, which can reduce the benefits of these accounts.
- Account type guidance. Confirm how they choose between 529s, UTMA, or other options based on your family's needs and flexibility.
- Investment strategy. Ask how they adjust investments as your child gets closer to college age to balance growth and risk.
- Financial aid impact. Understand how their plan considers potential effects on your child's eligibility for need-based aid.
- Contribution planning. Check if they help set realistic savings goals and contribution schedules that fit your budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hassan A
Series 65, Series 63
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in college savings strategies including 529 plans and UTMA accounts, making him well-suited to help families optimize tax-advantaged education funding. Operating from Rockville, MD with LPL Financial, a large firm offering extensive research support, he provides flat-fee financial planning and has experience with retirement plans and tax-loss harvesting, which may benefit clients seeking comprehensive wealth management alongside college savings.
Experience: 2 years
Avg account: $399,489
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi's expertise in college savings, including 529 plans and UTMA accounts, is supported by his 33 years of industry experience and his role at Charles Schwab, a large firm serving high-net-worth clients. His approach includes multi-asset model portfolios and both discretionary and non-discretionary investment guidance, with a 0.80% annual AUM fee, distinguishing him from advisors at smaller firms or with less comprehensive resources.
Experience: 33 years
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in college savings strategies including 529 plans and UTMA accounts, offering tailored guidance that considers tax advantages and investment adjustments as children approach college age. With 28 years of experience, CFP® certification, and a flat-fee structure, he provides independent, personalized financial planning from Grand Rapids, MI, supported by a firm that emphasizes risk management and individualized asset allocation.
Experience: 29 years
Avg account: $463,417
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg specializes in college savings strategies, including 529 plans and UTMA accounts, supported by 24 years of experience and CFP® certification. His firm employs a strategic asset allocation with a core-and-satellite approach, blending passive and active funds, and offers flat-fee financial planning services, which may appeal to clients seeking personalized, non-discretionary investment advice in Zimmerman, MN.
Experience: 25 years
Avg account: $1,170,807
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Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna specializes in college savings strategies, including 529 plans and UTMA accounts, supported by 13 years of experience and CFP® and ChFC® certifications. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, which may suit clients seeking integrated estate and retirement planning alongside college savings.
Experience: 13 years
Avg account: $246,728
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